Filed October 30, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,413 | $62,928+31.0% | $172,739-52.3% | $67,579+22.0% |
| Participation rate | 28.6% | 64.5%-35.8pp | 82.6%-54.0pp | 71.3%-42.6pp |
| Annual return | 20.39% | 30.36%-10.0pp | 802.84%-782.5pp | 378.56%-358.2pp |
| Employer contribution / active EE | $292 | $1,636-82.1% | $5,143-94.3% | $2,148-86.4% |
| Participant deferral / active EE | $1,245 | $2,145-42.0% | $5,198-76.1% | $3,539-64.8% |
| Admin fee / account holder | $58 | $167-65.2% | $13,954-99.6% | $142-59.2% |